Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Astrana Health
ASTH
$1.41B
| $6.84M | ﹤0.01% |
216,933
-14,042
| -6% | -$443K |
|
1477
Sabre
SABR
$734M
| $6.84M | ﹤0.01% |
1,873,491
+53,453
| +3% | +$195K |
|
1478
Fox Factory Holding Corp
FOXF
$1.2B
| $6.82M | ﹤0.01% |
225,167
+8,162
| +4% | +$247K |
|
|
AMED
1479
DELISTED
Amedisys
AMED
| $6.81M | ﹤0.01% |
75,054
-472
| -0.6% | -$42.9K |
|
1480
American Woodmark
AMWD
$997M
| $6.81M | ﹤0.01% |
85,616
+2,858
| +3% | +$227K |
|
|
PMT
1481
PennyMac Mortgage Investment
PMT
$1.08B
| $6.75M | ﹤0.01% |
535,899
+29,550
| +6% | +$372K |
|
1482
Principal Focused Blue Chip ETF
BCHP
$156M
| $6.74M | ﹤0.01% |
198,099
| – | – |
|
1483
Valaris
VAL
$3.76B
| $6.69M | ﹤0.01% |
151,198
-596,238
| -80% | -$26.4M |
|
1484
DNOW Inc
DNOW
$1.66B
| $6.68M | ﹤0.01% |
513,304
+11,441
| +2% | +$149K |
|
1485
Schneider National
SNDR
$4.3B
| $6.67M | ﹤0.01% |
227,735
+6,050
| +3% | +$177K |
|
1486
Park Hotels & Resorts
PK
$2.4B
| $6.66M | ﹤0.01% |
473,329
-337,132
| -42% | -$4.74M |
|
|
AAT
1487
American Assets Trust
AAT
$1.28B
| $6.65M | ﹤0.01% |
253,298
+8,969
| +4% | +$236K |
|
1488
Allegiant Air
ALGT
$1.19B
| $6.64M | ﹤0.01% |
70,588
+2,133
| +3% | +$201K |
|
1489
Stepan Co
SCL
$1.12B
| $6.64M | ﹤0.01% |
102,610
+2,844
| +3% | +$184K |
|
1490
Crane NXT
CXT
$3.56B
| $6.63M | ﹤0.01% |
113,871
-228,840
| -67% | -$13.3M |
|
1491
Global E Online
GLBE
$6.24B
| $6.63M | ﹤0.01% |
121,576
+114,828
| +1,702% | +$6.26M |
|
1492
ScottsMiracle-Gro
SMG
$3.56B
| $6.62M | ﹤0.01% |
99,719
-1,239
| -1% | -$82.2K |
|
1493
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $6.59M | ﹤0.01% |
220,848
| – | – |
|
1494
Universal Corp
UVV
$1.4B
| $6.56M | ﹤0.01% |
119,700
+3,338
| +3% | +$183K |
|
|
GTM
1495
ZoomInfo Technologies
GTM
$3.75B
| $6.56M | ﹤0.01% |
624,017
-46,251
| -7% | -$486K |
|
1496
iShares US Infrastructure ETF
IFRA
$3.02B
| $6.54M | ﹤0.01% |
141,375
+21,000
| +17% | +$972K |
|
1497
Brighthouse Financial
BHF
$2.79B
| $6.54M | ﹤0.01% |
136,167
-4,701
| -3% | -$226K |
|
1498
Stellar Bancorp
STEL
$1.61B
| $6.54M | ﹤0.01% |
230,592
+5,740
| +3% | +$163K |
|
1499
Penske Automotive Group
PAG
$12.3B
| $6.53M | ﹤0.01% |
42,847
-463
| -1% | -$70.6K |
|
1500
Papa John's
PZZA
$1.64B
| $6.53M | ﹤0.01% |
159,028
+4,614
| +3% | +$189K |
|